How do India’s top founders actually think through a P&L?

This special episode of #ZeroToInfinity podcast takes you inside Z47’s experimental panel event with India’s leading consumer founders, including voices from Mamaearth, Urban Company, and Mosaic Wellness. From CAC to contribution margin, & retention to revenue models, Kishan Kashyap, Avnish Bajaj  & Chandrasekhar Venugopal, share insights on what it really takes to build a durable consumer business in India today.
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The team breaks down the P&L as a series of strategic choices: It starts with revenue, where TAM is reframed as a lens on market creation vs. market share, and demand signals emerge from how India vs. Bharat actually spends.
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Gross margin becomes a moat, shaped by what you build vs. buy. Contribution margin reveals the true cost of platforms, and why owning your channel matters. And finally at the bottomline, it’s about cash, control, and building a business that lasts beyond funding cycles.
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Explore the full P&L rethink from an operator founder lens only on the #ZeroToInfinity podcast.

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